AMAT vs WFC: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Wells Fargo & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
Applied Materials, Inc. · Technology
$406.91
-12.0% upside to fair value
Grade B-
High Quality
VS
Wells Fargo & Company · Financial Services
$81.52
+30.6% upside to fair value
Grade B
QuantHub Verdict
WFC has more upside to fair value
(+30.6%).
WFC trades at a lower forward P/E
(11.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
WFC |
| Current Price |
$406.91 |
$81.52 |
| Fair Value Estimate |
$358.00 |
$106.48 |
| Upside to Fair Value |
-12.0%
|
+30.6%
|
| Market Cap |
$322.9B |
$250.7B |
| Forward P/E |
30.3x
|
11.9x
|
| EV / EBITDA |
30.2x
|
16.7x
|
| Price / Sales |
10.2x
|
2.0x
|
| Price / FCF |
51.6x
|
-13.2x
|
| Revenue Growth YoY |
+11.0%
|
+7.3%
|
| Gross Margin |
49.9%
|
64.5%
|
| Operating Margin |
31.9%
|
20.5%
|
| Return on Equity |
47.0%
|
12.0%
|
| Dividend Yield |
0.45% |
0% |
| FCF Yield |
1.94%
|
—
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Applied Materials is the world's leading semiconductor and display equipment company, and the May 14 Q2 fiscal 2026 print materially strengthened the operating story. Revenue grew 11 percent year over year to a record $7.91 billion, non-GAAP earnings per share of $2.86 beat consensus of $2.68, and management guided Q3 to a record $8.95 billion in revenue with non-GAAP earnings per share of $3.36 …
Wells Fargo & Company is a diversified financial services firm operating primarily in consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. The company benefits from a seasoned CEO with extensive industry experience and has made significant progress in regulatory compliance and operational efficiency, including lifting its asset cap in 2025.…
Accumulation Zones
| Metric |
AMAT |
WFC |
| Zone Low |
$268.50 |
$79.86 |
| Zone High |
$304.30 |
$90.51 |
| In Buy Zone? |
No
|
Yes
|